See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $85 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,031 | $64,839+95.9% | $95,585+32.9% | $84,808+49.8% |
| Participation rate | 88.8% | 63.8%+25.0pp | 72.1%+16.7pp | 68.3%+20.5pp |
| Annual return | 14.43% | -670.96%+685.4pp | 38.56%-24.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,230 | $1,759+26.8% | $2,527-11.7% | $2,631-15.2% |
| Participant deferral / active EE | $5,171 | $2,965+74.4% | $4,023+28.6% | $4,212+22.8% |
| Admin fee / account holder | $16 | $5,964-99.7% | $6,127-99.7% | $7,344-99.8% |